Practical analysis for investment professionals

CFA Institute Annual Conference

Finance as a Force for Good

Investment professionals across the globe need to take the long view and bend the arc of the future away from being self-focused and toward caring about others. And in so doing, we can create a force for good, says Daniel Goleman.

Lessons from the Canadian Public Pension Fund Model

What's the secret formula behind the Canadian public pension fund model? Are its strategies applicable in other contexts? A panel of experts recently weighed in.

Bob Geldof: The Promise of Africa

“Why are investors not investing in Africa?” Bob Geldof asked the audience at the 69th CFA Institute Annual Conference. “The data are there, but you lot never look at it. Weird!”

Keys to Social Media Success: Curiosity, Conversation, and Patience

A panel of social media experts gave their perspectives on social media's value proposition and how to best leverage the technology as an investment professional at the 69th CFA Institute Annual Conference. It turns out it's not rocket science.

A New Model for Pension Management

Keith P. Ambachtsheer, long an outspoken advocate for pension reform, gave a sober assessment of the state of the world’s workplace retirement plans, praising the relative strength of plans in northern Europe while declaring those in southern Europe to be a “disaster.”

Good Communications: The “Undiscovered Country” of the Investment Profession

Tom Brakke, CFA, believes that investment professionals concentrate on their analytical responsibilities — and their performance results — but neglect their communication skills. Yet their ability to communicate within their firms and with their clients is often the real difference maker. To counteract this, Brakke recommends that investment pros focus as much on communications performance as they do on investment performance.

Paul Smith, CFA: “Let’s Make the World a Better Place for Investors Everywhere”

CFA Institute president and CEO Paul Smith, CFA, issued a rousing call for a more ethical and effective investment profession. He also laid out his vision of where he hopes to lead CFA Institute in the years ahead, offering a road map for how he intends to get there.

Mindfulness in the Age of Disruption

"It's very easy for many of us to feel out of control," said mindfulness expert Jeremy Hunter. "We live too much on gas pedal, too much on brake." But there is a way to get back to what Hunter calls our "zone of resilience — a capacity to be calm." The key to doing that is the practice of mindfulness.

The Future of Finance: Seven Posts from the 68th Annual Conference

The frontiers of finance were on full display at the 68th CFA Institute Annual Conference in Frankfurt, Germany, late last month. With presentations covering a diverse range of topics, from geopolitical frameworks, to the biology of risk-taking, to bitcoin, and beyond, delegates gained powerful and practical insights. Here are seven posts inspired by the program.

Our 68th Annual Conference Is Happening, Right Now. Follow It Here.

Can't attend the 68th CFA Institute Annual Conference in Frankfurt? Follow along with highlights from the live updates our attendees and content team are sharing.

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